user
user

The Method:Blog

Method:CRM is the #1 CRM for Small Businesses Who Use QuickBooks.


Small Business Topics


Recent Posts


Navigation
CategoryQuickBooks
Featured

Accounting

Factors to consider when choosing accounting software.

Posted on December 30th, 2016.

Informed decisions are the best decisions. Virtually all businesses need some form of accounting; if you are not tracking money in and money out, the likelihood that your business will survive is slim. A software solution can help simplify this process and keep track of everything in a centralized location. There is a wide variety of...

Featured

Customers

Small Business Tips – Resource Roundup

Posted on June 29th, 2016.

Running your small business is time consuming – to put it lightly. You wear a lot of different hats as a small business owner; accountant, marketer, sales person, and the list goes on. Sometimes, your “researcher of small business tips hat” stays on the hat rack a little longer than you’d like since you’re so busy with all the...

Featured

Customers

New! Get Paid Faster with Intuit QuickBooks Payments

Posted on June 22nd, 2016.

If you’re like most small business owners, you’re a multitasking sensation. Whether you’re a solo act or part of a small team, the need to simplify your processes and eliminate errors, while keeping business moving, is a must. So is getting paid quickly. To help you help your bottom line, Method is excited to announce that we now...

Featured

Customers

Deleting customers in QuickBooks…uh oh.

Posted on October 30th, 2015.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it not just to track your customer accounting, but also to track your leads. Uh oh. A lead is a...

Featured

Customers

5 Signs You Need a CRM for QuickBooks

Posted on November 1st, 2014.

1. You need to speed things up for your team and your customers Whether it’s sending out service quotes or processing product orders, the speed and efficiency of your operations slows to a crawl when there are too many people involved. And, if tasks are bottle necking because a business owner or accounting department are the only ones...

Featured

Partners

QuickBooks Online or QuickBooks Desktop?

Posted on October 16th, 2014.

This is a guest post by QuickBooks Advanced Certified ProAdvisor, Victoria Cameron.  Are you starting a new business and wondering which Intuit accounting package to choose? Or, as a QuickBooks Desktop user, are you wondering if you should switch your business over to QuickBooks Online? At Cloud Consultancy, we love QuickBooks Online and...

Featured

QuickBooks

Quit Using QuickBooks as Your Lead Management Software

Posted on October 10th, 2014.

QuickBooks was created to provide you with a robust understanding of your small business financials. It was not built to manage every area of your business. So, just like you don’t expect a server to also be the chef and dishwasher it’s also unrealistic to expect your accounting software to manage all areas of your business. Think of...

Featured

QuickBooks

Stop managing your leads in Excel – your bottom line will thank you

Posted on September 30th, 2014.

You’ve paid for a local mailer to go out with your latest promotion, and overnight leads are flooding in. Of all the problems small businesses face, this is my favorite one! You now have an influx of potential business emailing your team asking for quotes, but how are you tracking all these new leads? Let me guess – you’re...

Featured

QuickBooks

How to Create a Sales Receipt in QuickBooks

Posted on May 29th, 2014.

In this instalment of our QuickBooks 101 series I’ll provide instructions for creating a Sales Receipt in QuickBooks Desktop. Additionally, I’ll share how to create a QuickBooks Sales Receipt directly from within Method:CRM. What is a Sales Receipt? Every business owner is aware that once a sale is successfully negotiated,...

Featured

Partners

Intuit Apps.com Keeps Small Businesses Growing [Infographic]

Posted on April 11th, 2014.

When entrepreneurs follow the dream of running their own business, many of them are unaware of the number of hours they will spend on tedious, mundane tasks. The excitement of a business idea can empower an entrepreneur, but it’s the overly time consuming practices of running the business that can dampen their spirits, and even...